Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q1 2025
Institutional positions in Microsoft Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,777
- −4 vs. Q4 2024
- Shares held
- 5.37B
- +73.3M (+1.4%) vs. Q4 2024
- Total value
- $2.01T
- −$216.7B (−9.7%) vs. Q4 2024
- New holders
- 162
- 2,650 more added
- Sold out
- 166
- 2,613 more reduced
96 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prescott Group Capital Management, L.L.C. | 5,201 | $1.95M | 0.28% | +701+15.6% | Added |
| Cannon Wealth Management Services, LLC | 4,516 | $1.96M | 1.75% | −382−7.8% | Reduced |
| Constant Guidance Financial LLC | 5,215 | $1.96M | 2.46% | +733+16.4% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.96M | 0.38% | −2,132−29.0% | Reduced |
| Intrepid Capital Management Inc | 5,220 | $1.96M | 0.95% | +714+15.8% | Added |
| Crumly & Associates Inc. | 5,224 | $1.96M | 0.54% | +585+12.6% | Added |
| Palacios Wealth Management, LLC | 5,225 | $1.96M | 1.80% | −15−0.3% | Reduced |
| Corundum Trust Company, INC | 5,226 | $1.96M | 5.65% | −466−8.2% | Reduced |
| Kaydan Wealth Management, Inc. | 5,228 | $1.96M | 0.63% | +300+6.1% | Added |
| Armor Investment Advisors, LLC | 5,233 | $1.96M | 0.81% | +6+0.1% | Added |
| Winton Group Ltd | 5,237 | $1.97M | 0.12% | −4,750−47.6% | Reduced |
| KFG Wealth Management, LLC | 5,242 | $1.97M | 0.36% | −301−5.4% | Reduced |
| Samjo Management, LLC | 5,250 | $1.97M | 0.84% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 5,251 | $1.97M | 1.26% | −399−7.1% | Reduced |
| Thrive Capital Management, LLC | 5,251 | $1.97M | 1.18% | −2,518−32.4% | Reduced |
| Heritage Wealth Partners, LLC | 5,268 | $1.98M | 3.01% | −2,188−29.3% | Reduced |
| Ascension Capital Advisors, Inc. | 5,282 | $1.98M | 0.91% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 5,288 | $1.98M | 0.69% | +568+12.0% | Added |
| Hilltop Wealth Advisors, LLC | 5,289 | $1.99M | 1.12% | +209+4.1% | Added |
| Mma Asset Management LLC | 5,299 | $1.99M | 0.84% | +842+18.9% | Added |
| Strategic Wealth Designers | 5,304 | $1.99M | 3.46% | −67,599−92.7% | Reduced |
| PSI Advisors, LLC | 5,308 | $1.99M | 0.65% | −963−15.4% | Reduced |
| Cascade Investment Group, Inc. | 5,317 | $2.00M | 1.53% | −370−6.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,051 | $2.00M | 0.89% | −36−0.7% | Reduced |
| William Mack & Associates, Inc. | 5,327 | $2.00M | 1.71% | −232−4.2% | Reduced |
| Yarger Wealth Strategies, LLC | 5,334 | $2.00M | 1.17% | +24+0.5% | Added |
| RS Crum Inc. | 5,350 | $2.01M | 0.54% | +273+5.4% | Added |
| TrueWealth Advisors, LLC | 5,351 | $2.01M | 0.66% | −312−5.5% | Reduced |
| Mainstream Capital Management LLC | 5,353 | $2.01M | 1.59% | +217+4.2% | Added |
| First International Bank & Trust | 5,355 | $2.01M | 0.64% | −497−8.5% | Reduced |
| Newport Capital Group, LLC | 5,361 | $2.01M | 1.45% | +585+12.2% | Added |
| Martin Capital Partners, LLC | 5,368 | $2.02M | 2.41% | −352−6.2% | Reduced |
| Holistic Financial Partners | 5,370 | $2.02M | 0.97% | +83+1.6% | Added |
| Perissos Private Wealth Management, LLC | 5,374 | $2.02M | 1.84% | −5,231−49.3% | Reduced |
| Guided Capital Wealth Management, LLC | 5,384 | $2.02M | 1.69% | +1,468+37.5% | Added |
| Dogwood Wealth Management LLC | 5,389 | $2.02M | 1.06% | +875+19.4% | Added |
| Mfg Wealth Management, Inc. | 5,395 | $2.03M | 1.93% | +32+0.6% | Added |
| Virtus ETF Advisers LLC | 5,399 | $2.03M | 1.32% | +2,706+100.5% | Added |
| Cornerstone National Bank & Trust Co | 5,402 | $2.03M | 0.91% | +656+13.8% | Added |
| Accelerate Investment Advisors LLC | 5,409 | $2.03M | 1.70% | +647+13.6% | Added |
| International Private Wealth Advisors LLC | 5,409 | $2.03M | 1.95% | +269+5.2% | Added |
| Smart Money Group LLC | 5,434 | $2.04M | 0.69% | +981+22.0% | Added |
| Heck Capital Advisors, LLC | 5,448 | $2.05M | 0.23% | +2,096+62.5% | Added |
| Dixon Fnancial Services, Inc. | 5,448 | $2.05M | 1.11% | −24−0.4% | Reduced |
| Wealthcare Capital Partners, LLC | 5,455 | $2.05M | 1.05% | +134+2.5% | Added |
| Flagstone Financial Management | 5,456 | $2.05M | 0.66% | +10.0% | Added |
| Doliver Advisors, LP | 5,467 | $2.05M | 0.58% | −55−1.0% | Reduced |
| Waratah Capital Advisors Ltd. | 5,473 | $2.05M | 0.14% | −90,773−94.3% | Reduced |
| Financial & Tax Architects, LLC | 5,487 | $2.06M | 0.52% | +139+2.6% | Added |
| Sterling Financial Group, Inc. | 5,487 | $2.06M | 0.74% | +1,339+32.3% | Added |
| LifePlan Financial, LLC | 5,494 | $2.06M | 1.80% | +317+6.1% | Added |
| Cathy Pareto & Associates, Inc | 5,499 | $2.06M | 1.83% | +1,984+56.4% | Added |
| Capital Management Associates | 5,500 | $2.06M | 4.03% | −5,492−50.0% | Reduced |
| ERTS Wealth Advisors, LLC | 5,503 | $2.07M | 0.40% | −227−4.0% | Reduced |
| Groesbeck Investment Management Corp | 5,504 | $2.07M | 2.89% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,505 | $2.07M | 0.53% | +9+0.2% | Added |
| Acima Private Wealth, LLC | 5,505 | $2.07M | 0.74% | −1,852−25.2% | Reduced |
| Grant Street Asset Management, Inc. | 5,509 | $2.07M | 0.51% | −10.0% | Reduced |
| Financial Advisors Network, Inc. | 5,511 | $2.07M | 0.34% | +57+1.0% | Added |
| PrairieView Partners, LLC | 5,513 | $2.07M | 0.22% | +151+2.8% | Added |
| TruNorth Capital Management, LLC | 5,513 | $2.07M | 0.51% | +2,329+73.1% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 3,831 | $2.07M | 0.65% | +186+5.1% | Added |
| Stonekeep Investments, LLC | 5,517 | $2.07M | 1.53% | +14+0.3% | Added |
| Sequent Planning LLC | 5,521 | $2.07M | 0.75% | +555+11.2% | Added |
| Accredited Wealth Management, LLC | 5,531 | $2.08M | 1.75% | +281+5.4% | Added |
| Potomac Fund Management Inc | 5,787 | $2.08M | 0.91% | +617+11.9% | Added |
| Safe Harbor Fiduciary, LLC | 5,539 | $2.08M | 2.15% | +4,354+367.4% | Added |
| EWG Elevate Inc. | 5,541 | $2.08M | 0.79% | −197−3.4% | Reduced |
| Financial Management Professionals, Inc. | 5,549 | $2.08M | 0.27% | −298−5.1% | Reduced |
| Peak Retirement Planning, Inc. | 5,550 | $2.08M | 1.16% | +1,084+24.3% | Added |
| Sterling Group Wealth Management, LLC | 5,555 | $2.09M | 1.12% | +15+0.3% | Added |
| Rocky Mountain Advisers, LLC | 5,563 | $2.09M | 0.64% | −498−8.2% | Reduced |
| Campion Asset Management LLC | 5,563 | $2.09M | 1.62% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,564 | $2.09M | 0.68% | −454−7.5% | Reduced |
| Partners Wealth Management, LLC | 5,573 | $2.09M | 2.37% | −9−0.2% | Reduced |
| swisspartners Advisors Ltd | 6,306 | $2.09M | 2.21% | +5,666+885.3% | Added |
| Centerpoint Advisory Group | 5,578 | $2.09M | 2.06% | −92−1.6% | Reduced |
| Marotta Asset Management | 4,869 | $2.09M | 0.41% | +274+6.0% | Added |
| Encompass More Asset Management | 5,601 | $2.10M | 0.63% | −259−4.4% | Reduced |
| Element Pointe Advisors, LLC | 5,609 | $2.11M | 0.51% | −759−11.9% | Reduced |
| Phillips Financial Management, LLC | 5,610 | $2.11M | 0.16% | −88−1.5% | Reduced |
| WPG Advisers, LLC | 5,610 | $2.11M | 1.96% | +58+1.0% | Added |
| Alliance Wealth Management Group | 5,617 | $2.11M | 0.57% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 5,422 | $2.11M | 1.14% | +255+4.9% | Added |
| Heritage Investment Group, Inc. | 5,631 | $2.11M | 0.40% | +156+2.8% | Added |
| Abound Wealth Management | 5,631 | $2.11M | 0.71% | −13−0.2% | Reduced |
| Paradigm Capital Management, LLC | 5,651 | $2.12M | 2.17% | −421−6.9% | Reduced |
| Lavaca Capital LLC | 5,653 | $2.12M | 0.97% | −136−2.3% | Reduced |
| Texas Capital Bancshares Inc | 5,674 | $2.13M | 0.91% | +263+4.9% | Added |
| 360 Financial, Inc. | 5,689 | $2.14M | 0.77% | +94+1.7% | Added |
| Norris Financial Group, LLC | 5,696 | $2.14M | 1.00% | −3,210−36.0% | Reduced |
| Private Management Group Inc | 5,715 | $2.15M | 0.08% | −1,152−16.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 5,716 | $2.15M | 0.98% | −25−0.4% | Reduced |
| Apex Wealth Management, LLC | 5,723 | $2.15M | 1.93% | +273+5.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 5,728 | $2.15M | 1.79% | −412−6.7% | Reduced |
| WealthTrust Asset Management, LLC | 5,742 | $2.16M | 1.60% | −346−5.7% | Reduced |
| J Hagan Capital, Inc. | 5,118 | $2.16M | 1.75% | +5,118 | New |
| Pure Portfolios Holdings LLC | 5,749 | $2.16M | 0.79% | −624−9.8% | Reduced |
| AtlasMark Financial, Inc | 5,761 | $2.16M | 2.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,762 | $2.16M | 0.32% | −77,773−93.1% | Reduced |